Personal Lines Customer Service Representative Position Available In Escambia, Alabama

Brewton Insurance is looking for someone that can interact with customers in a kind and helpful way to assist them with their insurance needs. This person would need some basic computer skills, be able to navigate through the agency management system, and quote auto and home insurance, as well as other lines of insurance, understanding that the individual may not be able to do that initially but would be capable of learning these skills at a fairly rapid pace. Employee health insurance offered.

Administrative Support

• Answering phone calls and emails: Addressing customer inquiries, providing basic information, and directing calls to the appropriate person
• Scheduling appointments: Managing calendars and scheduling meetings for agents and staff
• Maintaining client records: Updating client databases, managing policy information, and ensuring accuracy
• Processing paperwork: Handling insurance applications, claims, and other necessary documents
• Filing documents: Maintaining an organized filing system for physical and electronic records
• Data entry: Entering information into computer systems and databases
• Preparing reports and documents: Assisting with the creation of reports, correspondence and other documents.

Customer Service

• Greeting clients and visitors: Providing a welcoming and professional experience
• Handling customer inquiries: Addressing questions, concerns, and requests from clients
• Providing basic customer service: Offering assistance and resolving minor issues
• Directing customer inquiries to the appropriate department: Ensuring that clients get the help they need.

General Office Duties

• Managing schedules: Keeping track of deadlines, appointments, and other events
• Preparing, printing and sending certificates of insurance: Ensuring accurate and timely processing of certificates
• Purchasing office supplies: Maintaining a well-stocked office environment
• Keeping track of office expenses: Assisting with basic bookkeeping tasks
• Distributing mail: Handling and sorting incoming mail
• Maintaining a clean and organized office space: Ensuring a professional and functional work environment.

Skills and Qualifications

• Excellent communication skills: Both written and verbal, for effective interaction with clients and staff
• Customer service skills: Ability to handle inquiries, resolve issues, and provide a positive experience
• Strong organizational skills: Ability to manage multiple tasks, meet deadlines, and maintain accurate records
• Proficiency in computer software: Familiarity with Microsoft Office Suite (Word, Excel, PowerPoint) and other relevant software
• Attention to detail: Accuracy in data entry and paperwork processing
• Ability to work independently and as part of a team: Ability to take initiative and collaborate effectively
• Prior experience in an insurance office or related field: While not always required, it can be a valuable asset
• High school diploma or equivalent: Education and training are essential for success in this role.